See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,837 | $53,777+124.7% | $134,143-9.9% | $79,858+51.3% |
| Participation rate | 31.0% | 58.8%-27.8pp | 72.2%-41.2pp | 69.6%-38.7pp |
| Annual return | 4.84% | 19.01%-14.2pp | 36.33%-31.5pp | 31.71%-26.9pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,711 | $2,420-29.3% | $3,499-51.1% | $3,740-54.3% |
| Admin fee / account holder | $4,186 | $3,984+5.1% | $6,684-37.4% | $5,306-21.1% |